+718.0%
KO vs EEM
+857.8%
-139.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -0.8% | +2.0% | -2.8% | -1.4% |
| 30D | +0.8% | +5.1% | -4.3% | -0.8% |
| 3M | +8.3% | +4.6% | +3.7% | +6.2% |
| 6M | +14.0% | +17.8% | -3.7% | +7.2% |
| YTD | +26.9% | +25.8% | +1.1% | +16.7% |
| 1Y | +32.7% | +36.4% | -3.7% | +18.7% |
| 3Y | +63.9% | +90.0% | -26.0% | +30.9% |
| 5Y | +81.7% | +46.6% | +35.1% | +56.1% |
| 10Y | +183.0% | +132.3% | +50.8% | +105.8% |
| All | +718.0% | +857.8% | -139.8% | +313.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EEM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling